Sfg Wealth Management, Llc. First Trust Rising Dividend Ac Transaction History

Sfg Wealth Management, Llc.

  • $181 Million
  • Q3 2024

A detailed history of Sfg Wealth Management, Llc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 11,270 shares of RDVY stock, worth $664,141. This represents 0.37% of its overall portfolio holdings.

Number of Shares
11,270
Previous 10,582 6.5%
Holding current value
$664,141
Previous $579,000 15.2%
% of portfolio
0.37%
Previous 0.35%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$53.68 - $59.24 $36,931 - $40,757
688 Added 6.5%
11,270 $667,000
Q2 2024

Jul 19, 2024
BUY
$53.05 - $55.95 $111,670 - $117,774
2,105 Added 24.83%
10,582 $579,000
Q1 2024

Apr 26, 2024
BUY
$50.05 - $56.17 $30,480 - $34,207
609 Added 7.74%
8,477 $476,000
Q4 2023

Jan 19, 2024
SELL
$43.44 - $52.04 $8,688 - $10,408
-200 Reduced 2.48%
7,868 $406,000
Q3 2023

Oct 19, 2023
SELL
$45.58 - $49.58 $14,813 - $16,113
-325 Reduced 3.87%
8,068 $370,000
Q2 2023

Jul 14, 2023
SELL
$42.83 - $47.25 $7,024 - $7,749
-164 Reduced 1.92%
8,393 $395,000
Q1 2023

Apr 11, 2023
SELL
$42.66 - $48.92 $9,171 - $10,517
-215 Reduced 2.45%
8,557 $383,000
Q4 2022

Jan 31, 2023
SELL
$39.34 - $47.06 $61,449 - $73,507
-1,562 Reduced 15.12%
8,772 $385,000
Q3 2022

Oct 12, 2022
SELL
$38.88 - $46.42 $3,654 - $4,363
-94 Reduced 0.9%
10,334 $402,000
Q2 2022

Jul 13, 2022
SELL
$40.42 - $49.12 $595,629 - $723,832
-14,736 Reduced 58.56%
10,428 $427,000
Q1 2022

Apr 22, 2022
BUY
$46.62 - $52.79 $244,382 - $276,725
5,242 Added 26.31%
25,164 $1.23 Million
Q4 2021

Feb 14, 2022
BUY
$47.66 - $52.06 $949,482 - $1.04 Million
19,922 New
19,922 $1.03 Million

Others Institutions Holding RDVY

# of Institutions
613
Shares Held
147M
Call Options Held
100
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
Track This Portfolio

Track Sfg Wealth Management, Llc. Portfolio

Follow Sfg Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sfg Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sfg Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email